Mission Statement

TRAC Financial Services, LLC and its affiliated companies were founded with the
mission to assist our clients and advisors by consistently providing high
quality services, superior solutions (product, technological, strategic
partners, etc.) and ongoing support. Built with the knowledge and
experience that we have gained over years in the financial services
industry, we provide exceptional value to our clients and advisors. TRAC
Financial, LLC and its affiliates continually provide product, technology
solutions, and strategic relationships in all the financial areas that we
service.

We are committed to managing each of our businesses with the highest
ethical standards and are determined to exceed the expectations of our
clients. Our clients and advisors are at the heart of our business,
developing and maintaining long-standing relationships based on trust.
We are one firm, committed to delivering the full range of our
capabilities, knowledge and resources through all our affiliates to meet
the needs of our clients and advisors.